Unclaimed
Michael Owen is a financial advisor registered with Park Avenue Securities LLC since December 2002. Michael has been active in the financial industry since August 1999. Michael is a registered representative and an investment advisor, offering financial advice to individuals, businesses, and charitable organizations. Michael specializes in various financial services, including financial planning, portfolio management, and selection of other advisors. Michael also has experience with other financial products and services, such as investment company products and variable contracts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
12/18/2002 - Present
Park Avenue Securities LLC (NEWBURGH IN)
CA
06/04/1999 - 03/23/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
05/03/1999 - 06/18/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/10/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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